| Total AUM | $250.7M |
| Discretionary | $250.7M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $62.7M |
| Employees | 28 |
| Peak AUM | $257.7MMar 2023 |
| AUM CAGR | +11.3% /yrover 8 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $251M | +9.4% | 0.9% | +3.8% | |
| Discretionary AUM | |||||
| Total AUM | $250.7M |
| Discretionary | $250.7M |
| Employees | 28 |
| Client Accounts | 4 |
Address
6300 RIVERSIDE PLAZA LN, NW
ALBUQUERQUE NM 87120
Phone
505-998-0163
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$251M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$251M
| $251M |
| +9.4% |
| 0.9% |
| +3.8% |
| Total Accounts | 4 | +33.3% | +9.5% | +14.4% |
| Avg Account Size | $63M | 17.9% | 9.5% | 9.3% |
| Employees | 28 | +27.3% | +7.9% | +27.4% |
| AUM / Employee | $9M | 14.0% | 8.1% | 18.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $251M | +9.4% | 0.9% | +3.8% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +33.3% | +9.5% | +14.4% | |